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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

34 managers (34 13F filers) reported a position in PUI shares at 2025-03-31, 387,121 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
3
Added
14
Reduced
10
Sold out
2
Shares held by filers
387,121

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC88,632$3.63M<0.01%-145,01213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY70,829$2.9M<0.01%+26,73713F-HRTimelineGroup
ROI Financial Advisors, LLC43,787$1.79M1.3%+55013F-HRTimeline
UBS Group AGin group UBS Group AG26,097$1.07M<0.01%+8,35713F-HRTimelineGroup
Capital Advisors, Ltd. LLC17,626$722K0.1%013F-HRTimeline
Trek Financial, LLC17,000$696K0.05%+2713F-HRTimeline
IMC-Chicago, LLC16,584$679K0.03%new13F-HRTimeline
Financial Management Professionals, Inc.15,091$618K0.08%-13,38313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,898$487K<0.01%-8313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,172$372K<0.01%+71113F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,430$345K0.02%+22013F-HR/ATimelineGroup
Farther Finance Advisors, LLC8,186$336K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,956$326K<0.01%+2,72613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,597$311K0.01%+2213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,227$255K<0.01%+1513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,674$232K<0.01%+3,82713F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,401$221K<0.01%-66413F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,185$212K0.13%013F-HRTimeline
Private Advisor Group, LLC5,153$211K<0.01%-3,49813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,298$94K<0.01%-94313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,267$92.8K<0.01%-25913F-HRTimelineGroup
PRIVATE TRUST CO NA1,377$56.4K0.01%new13F-HRTimeline
Sterling Capital Management LLC1,100$45K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC853$34.9K<0.01%+77013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC715$29.3K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…493$20.2K<0.01%+313F-HRTimeline
Steward Partners Investment Advisory, L…400$16.4K<0.01%-30013F-HRTimeline
Sunbelt Securities, Inc.297$12.2K<0.01%-29613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…264$11K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC142$5.79K<0.01%+5113F-HRTimeline
Founders Financial Alliance, LLC141$5.76K<0.01%+113F-HRTimeline
Archer Investment Corp125$5.12K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO124$5.08K<0.01%-813F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.